Connect fieldnotes and Space Invoices / Apollo to Build Intelligent Automations
Enable Integrations or automations with these events of fieldnotes and Space Invoices / Apollo
Enable Integrations or automations with these events of fieldnotes and Space Invoices / Apollo
Triggers
New Document
Triggers When a new Document is created.
New Client
New Client Created.
New Item
New item created.
Payment Created
Payment Created.
New Category
Categories created in space invoice apollo.
Actions
Create a Document
Create a new Document
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Frequently Asked Questions
To start, connect both your fieldnotes and Space Invoices / Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in fieldnotes triggers actions in Space Invoices / Apollo (or vice versa).
Absolutely. You can customize how fieldnotes data is recorded in Space Invoices / Apollo. This includes choosing which data fields go into which fields of Space Invoices / Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between fieldnotes and Space Invoices / Apollo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between fieldnotes and Space Invoices / Apollo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
Learn MoreAbout Space Invoices / Apollo
Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
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